Phillips Financial Management’s iShares US Medical Devices ETF IHI Stock Holding History

Phillips Financial Management’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.88K	Hold	200	–	–	﹤0.01%	274
2026 Q1	$10.7K	Hold	200	–	–	﹤0.01%	267
2025 Q4	$12.4K	Hold	200	–	–	﹤0.01%	284
2025 Q3	$12K	Hold	200	–	–	﹤0.01%	285
2025 Q2	$12.5K	Hold	200	–	–	﹤0.01%	254
2025 Q1	$12K	Hold	200	–	–	﹤0.01%	244
2024 Q4	$11.7K	Hold	200	–	–	﹤0.01%	242
2024 Q3	$11.8K	Hold	200	–	–	﹤0.01%	253
2024 Q2	$11.2K	Buy	200 +100	+100%	+$5.6K	﹤0.01%	248
2024 Q1	$5.86K	Buy	100 +10	+11%	+$565	﹤0.01%	247
2023 Q4	$4.86K	Buy	+90	New	+$4.4K	﹤0.01%	233

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Phillips Financial Management's IHI Position: Q2 2026 in Review

Phillips Financial Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2026 at 200 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Phillips Financial Management first reported a position in IHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.5K in Q2 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

Phillips Financial Management held 200 shares of iShares US Medical Devices ETF worth $9.88K as of Q2 2026.
Phillips Financial Management left its iShares US Medical Devices ETF share count unchanged in Q2 2026.
iShares US Medical Devices ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #274 holding.
Phillips Financial Management first reported a position in iShares US Medical Devices ETF in Q4 2023 and has held it in 11 quarters since.
Phillips Financial Management's iShares US Medical Devices ETF position peaked at $12.5K in Q2 2025.
501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.